Winmark Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:WINA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Aug 25	BuyUS$102,693	Gina De Caro Sprenger	Individual	250	US$410.77
30 May 25	SellUS$1,703,805	Anthony Ishaug	Individual	4,000	US$428.14
16 May 25	SellUS$685,168	Jenele Grassle	Individual	1,600	US$428.23
06 May 25	SellUS$586,712	Anthony Ishaug	Individual	1,600	US$368.14
25 Nov 24	SellUS$2,669,676	Ronald Olson	Individual	6,400	US$424.35
25 Nov 24	SellUS$1,285,398	Lawrence Barbetta	Individual	3,021	US$426.02
06 Nov 24	SellUS$1,408,796	Brett Heffes	Individual	3,500	US$405.00
18 Oct 24	SellUS$918,219	Anthony Ishaug	Individual	2,400	US$385.46

Insider Trading Volume

Insider Buying: WINA insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WINA?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	220,496	6.1%
Individual Insiders	597,140	16.5%
Institutions	2,799,391	77.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 77.92% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.2%	Ronald Olson	396,908	US$197.8m	0%	no data
8.95%	Neuberger Berman Investment Advisers LLC	317,725	US$158.3m	-3.08%	0.11%
7.22%	BlackRock, Inc.	256,027	US$127.6m	-0.2%	no data
6.21%	Renaissance Technologies LLC	220,496	US$109.9m	25.6%	0.13%
5.11%	The Vanguard Group, Inc.	181,361	US$90.4m	5.85%	no data
4.87%	AltraVue Capital, LLC	172,883	US$86.1m	1.24%	6.46%
3.23%	Brett Heffes	114,738	US$57.2m	1.73%	no data
3.05%	Port Capital LLC	108,161	US$53.9m	0.71%	2.2%
2.36%	Nine Ten Capital Management, LLC	83,900	US$41.8m	0%	10.58%
2.32%	Fisher Asset Management, LLC	82,152	US$40.9m	0%	0.01%
2.29%	Dimensional Fund Advisors LP	81,309	US$40.5m	-12.3%	0.01%
2.13%	Geode Capital Management, LLC	75,665	US$37.7m	1.13%	no data
2.08%	AllianceBernstein L.P.	73,739	US$36.7m	2,360%	0.01%
2.07%	Copeland Capital Management, LLC	73,501	US$36.6m	16.3%	0.71%
1.94%	State Street Global Advisors, Inc.	68,940	US$34.3m	-10.6%	no data
1.79%	Anthony Ishaug	63,483	US$31.6m	7.65%	no data
1.71%	William Blair Investment Management, LLC	60,835	US$30.3m	-31.2%	0.04%
1.63%	Bessemer Investment Management LLC	57,819	US$28.8m	4.87%	0.04%
1.41%	Rockefeller & Co. LLC	49,967	US$24.9m	2.12%	0.05%
1.24%	First Trust Advisors LP	44,086	US$22.0m	2,480%	0.01%
1.18%	Northern Trust Global Investments	42,036	US$20.9m	-10.7%	no data
1.1%	Eaton Vance Management	39,120	US$19.5m	-35.7%	no data
0.97%	UBS Asset Management AG	34,417	US$17.1m	187%	no data
0.95%	Mountain Pacific Investment Advisers, LLC	33,797	US$16.8m	9.56%	1.18%
0.89%	Raymond James Financial Inc., Asset Management Arm	31,726	US$15.8m	-7.17%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/09/16 12:44
End of Day Share Price	2025/09/16 00:00
Earnings	2025/06/28
Annual Earnings	2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Winmark Corporation is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Thomas Forte	Maxim Group
Navneet Goswami	Virtua Research Inc.